Position in U
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$628
+$146 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 558 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WealthCollab, LLC holds $1,426,891 across 35 Software - Application names. U ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,612 | $409,195 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,399 | $245,271 | |
| 3 | ADBE |
Adobe Inc.
|
830 | $170,166 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,340 | $133,035 | |
| 5 | ADP |
Automatic Data Processing Inc
|
262 | $58,674 | |
| 6 | DAVE |
Dave Inc./DE
|
110 | $40,984 | |
| 7 | ZM |
Zoom Communications, Inc.
|
394 | $34,006 | |
| 8 | DOCU |
Docusign, Inc.
|
708 | $31,449 |
All Filings in U
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628 | 22 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $482 | 22 | Shares | Defined | 2026-05-13 | |
| 2025-09-30 | $640 | 16 | Shares | Defined | 2025-11-13 | |
| 2024-06-30 | $2,308 | 142 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,791 | 142 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,806 | 142 | Shares | Defined | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||